SMSF Solutions.
Our expert SMSF Team can help you to administer your SMSF and keep it compliant. We specialise in keeping you ahead with proactive and innovative solutions.
Get Your super working for you.
Gold Coast's Most Trusted SMSF Experts.
Sometimes, speaking to the tax office can be a daunting task – but don’t worry: but it doesn’t need to be. Our expert bookkeepers can do that for you, and ensure you remain ATO-compliant.
Like other super funds, SMSFs are a way of saving for your retirement. Generally, the main difference between an SMSF and other types of funds is that members of an SMSF are the trustees. This means the members of the SMSF run it for their own benefit
SMSF Solutions:
01.
Self Managed
Super Funds.
Setting up your SMSF can be a tricky and hazardous process. We’ll help you set it up right.
02.
Concessional Contributions Cap.
Our SMSF experts will help you get the most out of your super contributions before tax.
03.
Accessing Your Super.
Accessing your super is a complex process. We’ll guide you through it for complete accuracy.
04.
SMSF & ATO Compliance.
The last thing you want is a surprise bill from the ATO because you’re not ATO compliant. Our team can help.
05.
Tax Strategies For
Super Returns.
Are you getting all that you can out of your Super? We’ll ensure that you are.
06.
SMSF Administration.
We’ve helped set up and administrate thousands of SMSF accounts.
Get The
Most Out Of
Your Super.
- Our team will ensure your SMSF is fully ATO-compliant.
- We can oversee administration of your SMSF for a stress-free process.
- Our experts will optimise the returns your Super provides.
She always takes the time to explain what is required and answer any of our questions - I certainly have a lot!
I would highly recommend her if anyone is looking for a SMSF accountant.
My partner and I look forward to working with her in the future.
Our SMSF Process:
SMSFs are not suitable for everyone and you should think carefully before deciding to set one up. It is a major financial decision and you need to have the time and skills to do it.
Strategy Meet & Greet.
During our first meeting, we'll get to understand what you want out of your Super fund.
Tailored SMSF Proposal.
We'll go over all the details and administration needs to ensure your SMSF is done right and compliant.
Meet Your SMSF Expert.
We'll introduce you to your dedicated SMSF account manager who will guide you through the setup process.
Regular Reviews.
We'll check in with you every quarter to ensure you're getting the most out of your SMSF for decades to come.
Our SMSF Experts.
Annette Bedford
CEO & Chartered Accountant
Annette has helped thousands of clients achieve their personal dreams of financial freedom through SMSF solutions.
Carolyn Deagle
SMSF Manager
Carolyn believes it’s her mission to educate clients to ensure they can make good, informed decisions about their future.